Institutional Fund
Atreides Management, LP
Boston, MACIK 17778135 filings on record
Portfolio Value
$4.10B
Q1 2026
Holdings
51
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-12.9%
from $4.71B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Astera Labs Inc9.0%
- Unity Software Inc6.6%
- Ciena Corp6.4%
- Micron Technology Inc6.3%
- Nvidia Corporation5.3%
- Amazon Com Inc4.8%
- Other61.6%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Astera Labs Inc | 3.37M | $368.89M | 9.0% | +1.75M | Added |
| 2 | Unity Software Inc | 12.39M | $271.73M | 6.6% | +5.76M | Added |
| 3 | Ciena Corp | 676.8K | $262.76M | 6.4% | −751.4K | Reduced |
| 4 | Micron Technology Inc | 760.4K | $256.90M | 6.3% | +21.5K | Added |
| 5 | Nvidia Corporation | 1.25M | $217.75M | 5.3% | −676.6K | Reduced |
| 6 | Amazon Com Inc | 953.6K | $198.60M | 4.8% | +265.8K | Added |
| 7 | Lumentum Hldgs Inc | 267.4K | $187.91M | 4.6% | −115.4K | Reduced |
| 8 | Alphabet Inc | 555.0K | $159.60M | 3.9% | +40.7K | Added |
| 9 | Coherent Corp | 631.2K | $150.35M | 3.7% | −604.1K | Reduced |
| 10 | Echostar Corp | 1.00M | $117.11M | 2.9% | +99.3K | Added |
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